Customer Service Insurance

ALBERTO SANCHEZ

*** * ****** *** *** A * Anaheim, CA 92807 * ***************@***.*** * 714-***-****

SUMMARY OF QUALIFICATIONS

I am dedicated, responsible and consider myself a team player and easy going. I bring over 10 years of experience in

the Property & Casualty Non-Standard Industry. I am always eager to learn new things to expand my knowledge and to

better serve those whom I am assisting and to better reflect the company I represent. I always use tact and courtesy to

communicate effectively with people. I am bilingual and able to speak, read, and write Spanish.

Experience in underwriting guidelines from various insurance companies such as Infinity, Progressive,

Bristol West, GMAC, Access, Align, Arrowhead, R.M.I.S, Multi-State, Western General, Freedom General,

Carnegie, Anchor General and Pacific Specialty.

Expertise in resolving escalated customer service issues

Comfortable using computers and proficient in the use of various computer software and comfortable with

the operation of various office equipment, able to type 45 wpm.

Experience in auditing intake claim files

Strong skills in Marketing and Sales

Ability to build a strong book of business

PROFESSIONAL EXPERIENCE

ACCESS GENERAL INSURANCE (ORANGE, CA)

Claims Service Intake Representative 08/23/2011-Current

As Claims Intake Representative I am responsible for initiating claims by receiving inbound first notice of loss calls from

our insurers, claimants, claimant carriers, attorneys, and others. I assist callers by providing status on claims, when the

claimant calls with a new issue, I enter complete details about the claim into our company case management system. I

verify and do a thorough research in order to properly analyze each claim to determine that the insurance policy covers

this type of situation. My duties to complete a claim also include ordering police reports, processing ISO's, processing

paper losses and setting up appraisals for claims that meet the criteria in accordance to guidelines. Upon collecting

and gathering the claimant's information, I finalize the claim intake process by reviewing the file and assigning the loss

to the adjuster with the expertise skills set necessary to complete the claim. To carry out my duties I always use the out

most professionalism, courtesy, and respect, with each and every one of my callers as I strive to deliver exceptional

quality customer service and maintain satisfactory client retention.

ARBOR INTERNSHIP/ CITY OF ANAHEIM WORKFORCE (ANAHEIM, CA)

Information Aid/Customer Service 03/23/2011-08/19/2011

As an assistant in the Anaheim Jobs resource room I informed customers about the services and resources available to

them in our office. My main duties were to introduce clients to the use of computers and assist them when using the

internet or when navigating various job search engines and the anaheimjobs.com I assisted clients in

proofreading/updating and in creating their resumes and cover pages. I assisted the front desk as needed which

consisted of answering phones, scheduling computer usage, greeting the public and directing individuals to their

appointments with the various departments. I assisted clients in identifying resources, scheduling appointments for

orientation and disseminating basic information about WIA services.

AMITY WEST INSURANCE SERVICES (Santa Ana, CA)

Co-Owner/Sales/Customer Service 07/01/2002-March 27, 2009

As an insurance producer, I was responsible for creating and implementing strategic plans to enhance sales and

customer satisfaction. I gathered and analyzed the daily/weekly/monthly sales and service statistics. As an Insurance

consultant, I worked with customers over the phone, assisted walk-ins, scheduled appointments or responded to

inquiries or referrals for potential new business. I sold and upgraded insurance products in accordance with company

requirements and customer needs. As a producer I was able to learn about the Standard & Non-Standard business in

auto, motorcycle, commercial property, business and homeowners insurance. I would also schedule monthly

appointments with various insurance marketing representatives to get updates with underwriting or any other changes

within their respective companies. I also saved customers from canceling their insurance policies whenever possible. I

explained to our clients' details on their policy such as their coverage, limits, and our insurance carriers underwriting

standards.

PERMANENT GENERAL ASSURANCE (Mission Viejo, CA)

Customer Service/Underwriter 5/00-06/16/02

As an automobile Insurance Customer Service Representative at The General, I explained to customers our company

guidelines and made sure that their requests complied with our regulations and policies. My duties included adjusting

and making changes to the customers' insurance policies. I processed quotes for prospective new customers and

processed payments over the phone. I answered questions, responded to concerns, and alleviated delicate situations

with professionalism and sensitivity. As a fast learner I was promoted to CSR Lead and was given numerous

responsibilities one of which included training new CSR employees. As a CSR Lead I had authorization to approve

policy reinstatements and to carry out other tasks of great confidentiality and need for accuracy. I also assisted the

Underwriting department in processing endorsements and new policies from Independent or Captive Agents.

EDUCATION AND TRAINING

1993 High School Diploma, Century High School, Santa Ana, CA

1996 Associate of Arts Degree, Santa Ana College, Santa Ana, CA

2008 B.A. in Legal Studies, Chapman University, Orange, CA

Alberto Sanchez

CLAIMS ADJUSTER

Contact this candidate